Sage 100

When merging a customer into another - say Customer A into Customer B - do you know if Customer A has a tax exempt certificate on file will that merge into and overwrite Customer B? Sage help says: Sage says that when you merge to an existing customer: - The resulting record has all the characteristics of the destination customer's files. Exceptions: Date of last activity, last payment date, last statement date, last fin charge. All numeric fields except customer discount rate and service charge rate are combined. I would expect that the customer that was being merged INTO would have most of their info retained (except as above). I've told the customer that I expect that the customer being merged INTO would hold onto most info except as outlined above. Anyone deal with this previously and have another experience?

It seems to me that Customer B, being the resultant end customer would be the designating factor in being tax exempt... I would think tax exempt records for customer A would NOT merge over. But that is just what seems logical to me....

I agree.

I just tested it and they did NOT come over, even with the Tax Schedule the same.